Morningstar Style Funds :: ETFScreen.com

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Morningstar Style Funds

The Morningstar "Style" funds break the market into 9 segments which can be pictured as a 3x3 cube with capitalization on one axis and value/growth on the other. This convenient group of ETF's demonstrates how the various segments of the market are performing.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows. ( Asc

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Viewing data as of Wednesday, 04:01 pm ET (updated hourly).

Name Symbol RSf Today 5 Days 1 Mth 3 Mths 6 Mths 1 Year dolVol21

iShares Morningstar Small Value Index Fund JKL 93.28 1.44 2.65 11.32 14.66 18.58 106.15 2m
iShares Morningstar Mid Value Index Fund JKI 86.45 0.94 2.61 9.94 10.72 14.99 90.48 864k
iShares Morningstar Small Core Index Fund JKJ 83.76 0.75 1.67 10.16 12.5 15.07 83.6 2m
iShares Morningstar Mid Core Index Fund JKG 76.56 1.1 2.5 8.59 10.21 14.49 72.82 1m
iShares Morningstar Small Growth JKK 73.38 0.63 2.2 10.84 13.02 13.09 66.49 650k
iShares Morningstar Mid Growth Index Fund JKH 73.26 0.39 1.54 9.16 10.89 16.49 64 3m
iShares Morningstar Large Growth Index Fund JKE 50.55 0.15 0.96 6.02 3.85 13.03 52.16 3m
iShares Morningstar Large Core Index Fund JKD 47.37 0.42 1.75 5.27 4.46 10.99 51.67 659k
iShares Morningstar Large Value Index Fund JKF 38.22 0.55 2.13 6.46 3.76 8.7 40.85 662k
9 funds listed.

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
as of Wednesday, 04:01 pm.

Symbol 03/17 03/11 03/04 02/25 02/18 02/10 02/03 01/27 01/20 01/12 01/05 12/25 12/18

JKL 93.3 93.9 93.8 93.5 91.6 91.7 90.0 88.3 82.9 79.1 79.3 84.2 83.2

JKI 86.5 87.7 85.6 84.0 83.0 84.0 83.1 78.3 72.1 69.7 70.9 75.4 75.4

JKJ 83.8 86.6 86.5 82.7 82.4 78.1 72.9 72.4 69.1 67.7 70.7 75.2 71.3

JKG 76.6 75.0 77.3 79.0 76.4 75.9 74.3 69.3 67.2 70.2 68.5 72.8 72.5

JKK 73.4 73.2 71.8 67.4 64.4 53.0 49.5 49.5 44.2 48.4 50.1 52.7 44.0

JKH 73.3 75.1 77.4 76.0 71.4 71.3 65.7 63.5 58.6 66.9 65.7 67.5 66.9

JKE 50.6 56.8 50.7 56.1 56.8 65.6 54.5 62.4 63.9 64.0 67.7 66.9 68.0

JKD 47.4 51.1 50.3 54.9 50.6 51.2 47.3 44.7 39.7 37.4 39.4 43.7 46.6

JKF 38.2 40.3 35.4 38.1 35.4 36.6 39.4 35.3 37.4 32.6 30.1 30.6 31.8

9 funds listed.

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Any symbols marked with * are not shown in the data tables because they are either filtered out
by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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